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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (44283)	5/7/2009 5:17:54 PM
From: Donald Wennerstrom	3 Recommendations Respond to of 95358

A table was assembled about 3 months ago and was posted at that time which gave a report on all stocks in the Group and SOX that have Calendar Years and Fiscal Years that coincide. That way a better comparison can be made of actual and estimated earnings. Now that the 1Q actuals for all of those stocks have been reported and new estimates are made going forward, the table below shows the results. First, looking at the 1Q estimates and actuals, estimates were -4.19 and actuals were -4.04 for a difference of 0.15. The actuals of -4.04 can be compared to the Dec actuals of -1.63 For June, the bottom line estimate is -2.52. A nice rise from the Mar actuals, but still rather deep in the "red". Looking over on the right side of the table, the full 2009 year has an estimate at the bottom line of -6.83. The estimate for 2010 is a positive 6.78 or a gain of 13.61 for the full year compared to 09. Now as everyone knows who look at the posted weekly performance tables, estimates for these stocks continue to change quite often as new information becomes available. There are usually several changes each week to Next Yr(and Curr Yr) earnings for the stocks in the Group and the SOX. After the Dec quarter results were in and settled down, I made a table to show the results at that time along with all the estimates for 09 and 10. That table was compiled on 2/14. I am planning to make an update to that table next week on 5/14, a 3 month difference, to note the changes over the past 3 months. Perhaps it will show a trend or two that will be of interest to us.